| Product name | Swan Hedged Equity US Large Cap ETF | American Century Sustainable Equity ETF | Vanguard ESG U.S. Stock ETF | IQ Candriam ESG U.S. Equity ETF | iShares S&P 100 ETF | Simplify US Equity PLUS Upside Convexity ETF |
| Issuer | Swan | American Century | Vanguard | IndexIQ | iShares | Simplify |
| Price | $16.995 | $46.698 | $65.11 | $31.1771 | $166.22 | $25.698 |
| Expense Ratio | 0.87% |  0.39% | 0.12% | 0.09% | 0.2% | 0.29% |
| Average Spread | 0.412% | 0.193% | 0.046% | 0.160% | 0.024% | 0.662% |
| AUM | $119,477,000 | $123,757,000 | $4,386,250,000 | $371,485,000 | $6,901,440,000 | $12,067,900 |
| Shares | 7,030,114 | 2,650,159 | 67,366,836 | 11,915,313 | 41,519,902 | 469,605 |
| Average Daily Volume | 58,106 | 5,947 | 409,113 | 21,689 | 429,170 | 1,227 |
| Home page | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site |
| Inception Date | 2020-12-22 | 2020-07-13 | 2018-09-18 | 2019-12-17 | 2000-10-23 | 2020-09-03 |
| Index Tracked | No Underlying Index | No Underlying Index | FTSE US All Cap Choice Index | IQ Candriam ESG US Equity Index | S&P 100 | No Underlying Index |
| Category | n/a | Large Cap Growth Equities | Large Cap Growth Equities | Large Cap Growth Equities | Large Cap Growth Equities | Large Cap Blend Equities |
| Asset Class | Equity | Equity | Equity | Equity | Equity | Equity |
| Asset Class Size | Large Caps | | Large Caps | Large Caps | Large Caps | Large Caps |
| Value or Growth | | Blend | Growth | Blend | Growth | |
| Region | North America | North America | North America | North America | North America | North America |
| Countries | U.S. | U.S. | U.S. | U.S. | U.S. | U.S. |
| Annual Dividend Rate | $0.061 | $0.364 | $0.879 | $0.465 | $2.52 | $0.763 |
| Annual Dividend Yield | 0.004% | 0.008% | 0.014% | 0.015% | 0.015% | 0.030% |
| Number of Holdings | 499 | 0 | 1545 | 344 | 99 | 498 |
| YTD Return | -12.89% | -22.25% | -25.26% | -24.37% | -23.36% | -26.71% |
| Beta | 0.50 | 1.01 | 1.02 | 0.97 | 0.98 | 1.09 |
| Upside Beta | -0.06 | 0.40 | 0.53 | 0.62 | 0.27 | 0.35 |
| Downside Beta | -0.27 | -0.30 | 0.59 | 0.13 | 0.09 | -0.43 |
| Volatility 1Y | 11.40% | 23.52% | 24.92% | 23.69% | 23.33% | 25.25% |
| Sharpe Ratio 3Y | 0.00 | 0.00 | 0.56 | 0.00 | 0.60 | 0.00 |
| Treynor Ratio 3Y | 0.00 | 0.00 | 0.01 | 0.00 | 0.01 | 0.00 |